See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,742 | $96,635-53.7% | $86,612-48.3% | $139,434-67.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 3.31% | 106.41%-103.1pp | 591.07%-587.8pp | 372.94%-369.6pp |
| Employer contribution / active EE | $2,144 | $3,263-34.3% | $3,022-29.1% | $4,751-54.9% |
| Participant deferral / active EE | $167 | $4,836-96.6% | $4,438-96.2% | $6,710-97.5% |
| Admin fee / account holder | $273 | $6,408-95.7% | $5,614-95.1% | $11,403-97.6% |